Samsung Still in the Woods, SK Hynix Still Ahead. China Semi News (Huawei)
​Samsung's 3nm yields are improving but still lag behind TSMC. SK Hynix finalizing HBM4 agreements with Nvidia. Huawei exploring semiconductor...
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Lens Technology A/H Listing - Diversifying but Is Tarrified for Now
Lens Technology (300433 CH), a precision manufacturing solution provider, aims to raise around US$1.5bn in its H-share listing.
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My Take on June KS200, KQ150 & Value-Up Index Rebal
Here’s my take on June’s KS200, KQ150, and Value-up Index reshuffle — the key moves, who’s in or out, and what to watch.
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KRX Foreign Holding Weekly (May 23rd): Hyosung Heavy, SK Hynix, Samsung Electronics
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Hyosung Heavy, SK Hynix, Samsung Electronics.
332 Views
Just Listen to Jensen (And Lisa): TSMC, Intel, Samsung
​Samsung allegedly secures 2nm customers. AMD claims TSMC has the only 2nm. Competition at 2nm is over, chips rolling out. Intel, Samsung face...
607 Views